Invesco California Value Municipal Income Trust
VCV
VCV
53 hedge funds and large institutions have $72.6M invested in Invesco California Value Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$21.8M |
| 2 |
AWS
2
Atria Wealth Solutions
New York
|
$2.79M |
| 3 |
3
Ameriprise
Minneapolis,
Minnesota
|
$1.31M |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$5.62M |
| 5 |
CWS
5
Cypress Wealth Services
Palm Desert,
California
|
$718K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OP
51
ORG Partners
Roanoke,
Indiana
| $10.9K | 1,000 | – | – |
|
|
NB
52
NBT Bank
Norwich,
New York
| $9.56K | 874 | – | – |
|
|
AF
53
Allworth Financial
Folsom,
California
| $7.4K | 683 | – | – |
|
|
SCM
54
Saba Capital Management
New York
| – | – | -1,663,043 | Closed |
|
|
RCM
55
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | – | -134,811 | Closed |
|
|
TJHA
56
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | – | -31,824 | Closed |
|
|
WWM
57
Western Wealth Management
Golden,
Colorado
| – | – | -25,784 | Closed |
|
|
IAIM
58
International Assets Investment Management
Orlando,
Florida
| – | – | -22,869 | Closed |
|
|
SW
59
SteelPeak Wealth
Woodland Hills,
California
| – | – | -13,200 | Closed |
|
|
ACI
60
Alpha Cubed Investments
Irvine,
California
| – | – | -10,550 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | – | -7,016 | Closed |
|
62
CIBC Private Wealth Group
Atlanta,
Georgia
| – | – | -807 | Closed |
|
|
CFGS
63
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|